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November 9-10, 2021
W Chicago City Center

November 9-10, 2021
W Chicago City Center

The only annual gathering for private placement life insurance professionals

Meet 200+ insurance carriers, financial/wealth advisors, producers, brokers, asset managers and investors in one place.

Book this week. Pay less.

Book your spot by Friday, October 29 and save $200.

The leading Private Placement Life Insurance & Variable Annuities event

PPLI/VA Forum is back and in-person

Get the latest industry insights and face-to-face meetings focused on the growing PPLI/VA marketplace.

Short sharp exciting sessions with senior decision makers. More focus on the principles of PPLI/VA, structuring and using IDFs vs SMAs. Exchange business cards with attendees and have those business-critical meetings.

There’s no better place to meet PPLI/VA experts and stay informed.


Who attends?

Come to PPLI/VA to meet 200+ senior decision makers.  

Spanning brokers, insurance carriers, law firms, investment firms, wealth advisors and industry experts.

See who is already registered here.

Hear from the industry leaders

PPLI/VA speakers are the thought leaders of the industry. 

This year's line-up so far includes Cohn Financial Group, Winged Keel, Golub Capital, WealthPoint LLC, Bridgeway Wealth Partners LLC, Proficio Capital Partners & more...

Hottest industry topics

  • Defining best practice in PPLI
  • The latest updates on taxation policy and changes to section 7702
  • Post-pandemic – predictions for the PPLI/VA marketplace
  • RIAs and how to generate more value for clients
  • The SMA explosion
  • How family offices use PPLI
  • Carriers and their challenges
  • PPLI structuring offshore

Networking made easy

After the events of the last 18 months, reconnecting face-to-face has never been more important. 

Networking is at the heart of our event. With lots of dedicated networking time and a smart matchmaking tool, it has never been easier to start a conversation with the right person. 

Your safety is our priority

Our number one priority is bringing the PPLI and VA community back to a face-to-face event safely.

We're working with local authorities, venue partners and suppliers to continually adapt to the latest COVID-19 related guidelines. 

All attendees must be:

  • fully vaccinated against COVID-19 according to your national vaccine program
  • OR provide proof of a negative test taken within the 48 hours before arriving at the event.


Choose the relevant workshop for you

A workshop can be booked in addition to the main event and will take place the morning of November 9.

PPLI/VA for Investment Managers

This workshop will focus on the investment challenges RIAs and fund managers face.

Assess how to make the most of PPLI. Explore the rules that you need to consider and learn more about the tax dynamics of PPLI/VA.

This year’s line-up includes Katten Muchin Rosenman LLP, BHJ, LLC, Herman Agency, Boulevard Family Wealth and many more…

PPLI/VA Focused on Clients

This workshop will examine PPLI/VA challenges and opportunities for private banks, brokers, family offices, HNWIs, advisors, attorneys and CPAs.

Explore the use of PPLI/VA and today’s market dynamics. Examine buying, marketing and selling PPLI and what you need to know. Featuring case studies from end investors.

This year’s line-up includes Gideon Strategic Partners, Bernstein, Winged Keel Group, Legacy Capital Group, WealthPoint, LLC and more…

November 9-10, 2021
W Chicago City Center

Free passes for single family offices and high net worth individuals

If you are a single family office, high net worth individual or an advisor that is new to PPLI including: RIAs, independent B/D advisors, regional advisors, wire house advisors and financial planners you may qualify for a free pass. Qualifying advisors must be active as a financial advisor with reportable AUM and new to PPLI. Proof of certification (CFP, CFA or others) is not sufficient nor qualifies you for this rate.

Please contact adam.varey@informa.com to secure your complimentary ticket.

The numbers that matter

200+

senior PPLI/VA decision-makers attending

50

expert speakers

18

years delivering the leading event for the PPLI/VA community

Enhance your experience


The ConnectMe app helps you make the most out of your time at the event. Watch the video to find out more.

  • View the agenda and set reminders for your must-attend sessions
  • Take part in polls and interactive Q&As with speakers
  • See who else is at the event, add new contacts and grow your network
  • Schedule live and virtual meetings
  • Scan QR codes to collect information from our sponsors and partners and store it easily in your virtual delegate bag

Richard LeVine

Special Counsel

Withers LLP

Every major player in the industry attends this conference. This is the event to see and be seen at in the PPLI and PPVA space.

Sustainability

Discover the steps being taken to run PPLI/VA as sustainably and socially responsible as possible including:

  • FasterForward to zero - Informa's commitment to net zero carbon
  • Reducing carbon emissions
  • Wellbeing and accessibility

November 9-10, 2021
W Chicago City Center

Stand out from the crowd

We'll provide you with the platform to connect with senior decision-makers.

Whether you want to get your voice heard, get your brand seen or meet the people that matter to you - we can help. Contact Ian McGuinness at Ian.McGuinness@informaconnect.com or call +1-646-895-7348.

November 9-10, 2021
W Chicago City Center

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